估值狂飙至70亿美元! AI算力租赁新星Fluidstack获谷歌青睐 剑指“下一个CoreWeave”

Group 1 - Fluidstack is negotiating to raise approximately $700 million in a new funding round, which will elevate its valuation to around $7 billion, positioning it as a significant player in the AI cloud computing infrastructure sector [1][5] - The company is comparable to CoreWeave, a leading AI cloud computing rental giant with a market valuation of $42.7 billion, indicating investor expectations for Fluidstack to become a similar success [1][7] - Fluidstack has secured two major deals with Google, which has acted as a backstop in these transactions, ensuring creditor payments in case of default [2][3] Group 2 - Fluidstack is part of a new wave of "neocloud" companies focused on providing AI developers with streamlined cloud rental computing power, attracting significant investments from major tech firms like Microsoft [2][5] - The company plans to establish its new headquarters in New York City, moving from its previous registration in the UK, reflecting its growth and ambition in the AI infrastructure market [2][5] - Fluidstack's business model involves transforming existing cryptocurrency mining data centers into large-scale AI data centers, which can quickly adapt to the massive workloads required for AI training and inference [3][6] Group 3 - The funding landscape for data center financing is becoming increasingly complex, with companies like Meta Platforms Inc. raising substantial amounts for data center construction, indicating a broader trend in the industry [3][6] - Fluidstack is a key component of French President Macron's AI commitments, with plans to build a €10 billion (approximately $11.5 billion) "super AI computer" in France, expected to be operational by 2026 [3][5] - The demand for AI computing resources is experiencing explosive growth, pushing the limits of existing infrastructure and highlighting the urgent need for new AI data centers [7][8]